Cooke & Bieler (DFH) discloses 1.87M-share, 5.5% holding in Dream Finders Homes

Rhea-AI Filing Summary

Cooke & Bieler L.P., a Pennsylvania investment firm, reports beneficial ownership of 1,870,801 shares of Dream Finders Homes, Inc. Class A common stock, representing 5.5% of the class. The firm has shared voting power over 1,790,855 shares and shared dispositive power over 1,870,801 shares, with no sole voting or dispositive power. The filing relates to Dream Finders Homes, Inc., whose principal executive offices are in Jacksonville, Florida, and is signed by Linda N. Perna as Chief Compliance Officer of Cooke & Bieler L.P.

Key Figures

Beneficial ownership: 1,870,801 shares Percent of class: 5.5% Shared voting power: 1,790,855 shares +3 more

6 metrics

Beneficial ownership 1,870,801 shares Class A common stock beneficially owned by Cooke & Bieler L.P.

Percent of class 5.5% Percentage of DFH Class A common stock beneficially owned

Shared voting power 1,790,855 shares Shares over which Cooke & Bieler L.P. has shared power to vote

Sole voting power 0 Shares over which Cooke & Bieler L.P. has sole power to vote

Shared dispositive power 1,870,801 shares Shares over which Cooke & Bieler L.P. has shared power to dispose

Sole dispositive power 0 Shares over which Cooke & Bieler L.P. has sole power to dispose

Key Terms

beneficially owned, shared voting power, shared dispositive power, Schedule 13G/A, +1 more

5 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 1,870,801"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"Shared Voting Power 1,790,855.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"Shared Dispositive Power 1,870,801.00"

Schedule 13G/A regulatory

"form_type: "SCHEDULE 13G/A""

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

percent of class financial

"Percent of class: 5.5%"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/05/2026 - 09:03 AM Accepted by SEC EDGAR 08/05/2026 - 09:02 AM Learn about SEC filing dates

FAQ

What ownership stake in DFH does Cooke & Bieler L.P. report on this Schedule 13G/A?

Cooke & Bieler L.P. reports beneficial ownership of 1,870,801 shares of Dream Finders Homes, Inc. (DFH) Class A common stock, representing 5.5% of the class, according to the Schedule 13G/A filing.

How much voting power over DFH shares does Cooke & Bieler L.P. have?

Cooke & Bieler L.P. has shared voting power over 1,790,855 DFH shares and no sole voting power. This means voting authority is exercised jointly with others for those shares.

What is Cooke & Bieler L.P.’s dispositive power over DFH Class A shares?

Cooke & Bieler L.P. reports no sole dispositive power but shared dispositive power over 1,870,801 DFH shares, indicating it can influence decisions to sell or otherwise dispose of those shares jointly with others.

Where is Dream Finders Homes, Inc. (DFH) headquartered according to this filing?

Dream Finders Homes, Inc. is located at 14701 Philips Highway, Suite 300, Jacksonville, FL 32256, as stated in the Schedule 13G/A beneficial ownership report filed by Cooke & Bieler L.P.

Who signed the DFH Schedule 13G/A on behalf of Cooke & Bieler L.P.?

The Schedule 13G/A relating to DFH was signed by Linda N. Perna, who is identified as the Chief Compliance Officer of Cooke & Bieler L.P., dated 08/05/2026.

What is the CUSIP number for DFH Class A common stock in this report?

The CUSIP number for Dream Finders Homes, Inc. Class A common stock in this Schedule 13G/A is 26154D100, which uniquely identifies this security for trading and settlement purposes.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Dream Finders Homes, Inc.

(Name of Issuer)

Class A Common Stock

(Title of Class of Securities)

26154D100

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 26154D100

1

Names of Reporting Persons

Cooke & Bieler L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

PENNSYLVANIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,790,855.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,870,801.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,870,801.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.5 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Dream Finders Homes, Inc.
(b)	Address of issuer's principal executive offices: 14701 Philips Highway, Suite 300, Jacksonville, FL 32256
Item 2.
(a)	Name of person filing: Cooke & Bieler L.P.
(b)	Address or principal business office or, if none, residence: Two Commerce Square 2001 Market Street, Suite 4000 Philadelphia, PA 19103
(c)	Citizenship: Pennsylvania
(d)	Title of class of securities: Class A Common Stock
(e)	CUSIP No.: 26154D100
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,870,801
(b)	Percent of class: 5.5%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 1,790,855
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 1,870,801
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Cooke & Bieler L.P.

Signature:	Linda N. Perna
Name/Title:	Chief Compliance Officer
Date:	08/05/2026